Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$264,585
-15.5%
11,358
-17.4%
0.14%
+4.5%
Q3 2022$313,000
-26.9%
13,747
-23.3%
0.13%
-11.8%
Q2 2022$428,000
-11.8%
17,922
-8.0%
0.15%
-13.6%
Q1 2022$485,000
-30.0%
19,481
-25.0%
0.18%
-37.8%
Q4 2021$693,000
+103.2%
25,984
+102.4%
0.28%
+56.4%
Q3 2021$341,000
+1000.0%
12,841
+1043.5%
0.18%
+596.2%
Q2 2020$31,000
+55.0%
1,123
+56.2%
0.03%
-16.1%
Q1 2020$20,000
+5.3%
7190.0%0.03%
+34.8%
Q4 2019$19,0000.0%7190.0%0.02%
-11.5%
Q3 2019$19,0007190.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders